在这里，课堂的边界被彻底打破...... "沉浸式"感受乡村振兴 在洪石村献兵农机专业合作社，千亩良田如绿色锦缎铺陈天地间，无人机阵列与大型收割机组成"科技 战队"。种粮大户熊献兵是丰城市规模化种粮典型代表，承包了一千余亩良田，拥有大型农机设备20余 台。曾在2024年汛期，组织农机队为周边受灾农户抢收早稻，减少损失超百万斤。 他以"铁伙计"为教材，为实践团队员们拆解现代农业的效率革命："一千余亩粮田日常仅需简单管护， 双抢季节也仅需20余人就可以完成全程农事，机械化让劳动效率成倍数提升"他带领学生观摩农业器械 设备：现在天气预报越来越精确，政府也给了我们大量的补贴优惠政策，国家倡导高标准农田建设，也 为我们农业发展提供了很多的便利。" 午后的花卉苗木基地生产车间，移动苗床上的月季苗根系如蛛网般包裹容器，基地的技术人员邵凡涛 以"全容器化栽培"为切入点，揭开产业融合的密码："根系不落地，存活率达100%，但更关键的是'以花 为媒'的三产联动。" 他指向车间外的观光花田与文创产业："两千余种花卉的研发栽培是第一产业，观光旅游是第三产业， 我们用'花旅经济'反哺种苗培育，去年带动周边200余名村民就业，人均年收入 ...

研究院 农产品组 研究员 邓绍瑞 010-64405663 dengshaorui@htfc.com 从业资格号：F3047125 投资咨询号：Z0015474 李馨 lixin@htfc.com 从业资格号：F03120775 投资咨询号：Z0019724 请仔细阅读本报告最后一页的免责声明 010-64405663 baixuyu@htfc.com 从业资格号：F03114139 薛钧元 联系人 白旭宇 010-64405663 xuejunyuan@htfc.com 从业资格号：F03114096 投资咨询业务资格： 证监许可【2011】1289 号 期货研究报告|卫星农业专题 2025-07-11 卫星遥感监测产量预估及重点天气分析报告 内容摘要 2025 年 6 月全球重点农产品产量预估及生长状况监测显示，2025 年 6 月全球重点农产 品产量及长势监测显示，多数产区状况稳定，部分区域受天气影响存在风险。美国大 豆、玉米产区整体天气良好，中西部短期偏干后缓解，产量稳定；北达科他因降水不 足长势较差。美国棉花产区水热条件优越，长势多呈上升趋势，但德州 7 月初极端降 水可能带来影响。东南亚棕榈油产区 ...

央视网消息：每天8点，央视网为您梳理24小时内发生在咱们身边的大小事儿。 ·商务部新闻发言人就打击关键矿产转运和走私行为的问题回应，锑和镓等战略矿产具有明显军民两用属性，为坚决防止非法外流，今年5月，我国已部署开 展打击战略矿产走私出口专项行动。 ·今年我国夏粮实现稳产丰收，总产量14973.8万吨（2994.8亿斤）。 ·被指出征东亚杯行李多，国足回应：51人托运140件，装备行李为必要物资。 ·人力资源社会保障部、财政部发文，2025年退休人员基本养老金上调2%。 ·上半年我国汽车产销量首次双超1500万辆。 ·上半年全国新发现矿产地38处，同比增长31%。其中大中型25处，重要矿种找矿取得重大突破。 ·交通运输部：6月城市轨道交通新增运营里程149.3公里，新增运营线路4条。 ·计划检查100家，八部门将开展检验检测机构监督抽查。 ·"北气南下"输气量破千亿立方米。 ·川渝贵滇闽陕等地25条河流发生超警以上洪水。 ·完成抗旱保供、腾库迎汛等目标，今年黄河调水调沙水库调度结束。 ·就"乌克兰称拘留两名中国公民，并指控其试图将导弹技术走私出境"一事，外交部发言人表示，在核实了解有关情况，如涉及中国公民，将依 ...

Core Viewpoint - The stability of agriculture, rural areas, and farmers is crucial for overall national stability, with significant advancements in agricultural technology and rural consumption driving growth [1][2][3]. Group 1: Agricultural Production and Technology - Summer grain production reached 299.48 million tons, maintaining stability despite adverse weather conditions [1] - Agricultural modernization is primarily driven by technological advancements, with a focus on innovative practices and improved crop varieties [2][4] - The contribution of high-quality seeds to agricultural yield is increasing, with new varieties achieving record outputs [4] Group 2: Rural Consumption and Economic Growth - Rural residents' per capita consumption expenditure increased by 5.9% year-on-year in the first quarter, surpassing urban growth by 1.1 percentage points [7] - The introduction of new energy vehicles in rural areas is expected to create a market size of approximately 500 billion yuan by 2030, reflecting a shift in rural consumption patterns [8][9] Group 3: Rural Revitalization and Industry Development - The development of rural industries is essential for revitalization, with a focus on leveraging local resources to enhance income [10][12] - There are currently 4,068 specialized villages and towns for rural characteristic industries, indicating a structured approach to industry development [12] - The integration of poverty alleviation efforts with rural revitalization is a key focus, ensuring sustainable income growth for rural populations [13]

7月10日，国家统计局发布的最新数据显示，2025年全国夏粮播种面积基本稳定、单产持平，夏粮产量 2994.8亿斤，比上年减少3.1亿斤，下降0.1%，总体保持稳定。在今年河南、陕西等主产区发生较重旱 情的情况下，这一成绩来之不易，也为稳定全年粮食生产奠定了坚实基础。 播种面积基本稳定 粮食主产区情况如何？据国家统计局农村司副司长魏锋华介绍，分地区看，主产区中山东、河北、四川 分别增产4.1亿斤、3.6亿斤和2.2亿斤，河南、陕西受旱情影响分别减产7.1亿斤和2.9亿斤，新疆受种植 结构调整影响减产4.0亿斤。今年夏粮虽略有减产，但减产幅度很小，总体保持稳定。 播期气候条件适宜。上年秋冬播期间，冬小麦主产区光温水匹配良好，土壤墒情适宜，气象条件总体有 利，冬小麦基本实现适期播种。 有升有降单产持平 2025年，全国夏粮单产375.6公斤/亩，比上年增加0.1公斤，基本持平。 "今年，河南、陕西等主产区发生了较重旱情，对夏粮生产造成不利影响。受旱地区积极引水调水，全 力抗旱浇麦，大部分农田实现了有效灌溉，有力减轻了旱情影响。特别是近年来高标准农田建设，在抗 旱减灾中发挥了重要作用。"魏锋华说，各地大力推进良田、 ...

Core Viewpoint - The "She Village" cooperation model in Boluo County, Guangdong, is effectively revitalizing the rural economy by integrating agricultural resources and enhancing production efficiency, leading to increased income for local farmers [4][49]. Group 1: Agricultural Development - Boluo County has established a 300-acre high-standard cowpea demonstration planting base, which has seen a successful harvest this year [2][3]. - The "She Village" cooperation aims to address the challenges of traditional agriculture, characterized by fragmentation and weakness, by restructuring organizational systems and integrating industrial elements [9][4]. - The Boluo She Village Company has created a modern agricultural service platform that combines agricultural inputs, technology, cold chain logistics, and product sales [11][12]. Group 2: Economic Impact - The cowpea demonstration base has achieved an average yield of approximately 4,000 pounds per acre in the first half of the year, significantly increasing farmers' income compared to previous years [32]. - The company has implemented a stable price acquisition mechanism, ensuring that farmers no longer worry about sales channels [50]. - The cooperative model has led to the integration of fragmented farmland, allowing for better management and increased participation from new farmers returning to agriculture [54][56]. Group 3: Technological Innovation - The Boluo She Village Company has established a quality control system that includes technical prevention, regulatory standards, and a closed-loop monitoring system to ensure the quality of cowpea production [36][42]. - The use of digital technology and mechanization has improved production efficiency by over 30% and increased average yield by 20% [40]. Group 4: Future Prospects - The company plans to further leverage its demonstration role to engage more village collectives, smallholders, and new farmers in the agricultural industry chain, aiming for a replicable model that connects small farmers to larger markets [58][60]. - By 2024, the village collective is expected to distribute over 1 million yuan in dividends, with participating farmers seeing an average income increase of over 20,000 yuan annually [56].

七月的赣鄱大地，暑气渐浓，广昌县抚州市广昌县驿前镇姚西村的千亩莲田却在晨曦中透着清凉与生 机。7月7日清晨5点半，当第一缕阳光还未完全驱散夜色，江西农业大学"三农"问题青年实践队的队员 们已整装待发，奔赴姚西村的莲田，开启了一天的采莲实践与调研之旅，在"接天莲叶无穷碧"的美景 中，书写新时代青年对"三农"问题的探索与担当，践行属于他们的"爱莲说"。 晨光熹微，实践队员们头戴草帽、脚踩胶鞋，跟随村干部踏入满目的碧绿莲海。"采摘莲子要选莲蓬饱 满、莲孔微微张开的，动作要轻，不能伤到莲梗。"村干部一边示范，一边耐心讲解采莲技巧。队员们 认真学习后，便小心翼翼地投入到采莲工作中。露水打湿了裤脚，莲叶边缘的细刺不时划伤手臂，闷热 的空气裹挟着汗水浸透衣衫，但大家没有丝毫懈怠。随着时间推移，竹筐里的莲子渐渐增多，队员们也 深刻体会到农民伯伯的艰辛与不易。"以前只觉得莲花美，莲子甜，今天才知道每一颗莲子都凝聚着无 数的汗水和心血。"一位队员感慨道。 在采莲间隙，实践队员们与村干部、莲农们深入交流，通过实地走访、土壤检测等方式，详细了解姚西 村莲业的发展现状，发现了诸多亟待解决的问题。今年白莲出现了往年未曾有过的湖南病，经初 ...

Core Insights - The article highlights the challenges faced in lotus cultivation in Yaoxi Scenic Area, including labor shortages, land degradation, and insufficient policy support, which are critical for rural revitalization efforts [1][2][3][4] Labor Shortage - The aging population in lotus farming is significant, with 67% of farmers being over 58 years old, while only 12% are under 45, indicating a severe labor shortage [1] - Over 60% of farmers have resorted to using herbicides instead of manual weeding due to labor shortages, exacerbating land degradation [2] Land Degradation and Production Overexploitation - 62% of the lotus ponds in the core cultivation area show varying degrees of degradation, with average soil bulk density at 1.52 g/cm³, exceeding suitable farming standards by 18% [2] - Continuous cultivation for 10 years has led to a 30% decrease in yield, and soil organic matter has declined by 27% since 2016 [2] - The use of fertilizers is excessively high at 300-400 kg/hectare, 1.3 times the national average, with a low fallow rate of less than 5%, indicating severe overexploitation of land [2] Insufficient Policy Support - Current government subsidies for lotus cultivation are inadequate, with only 120 yuan per acre compared to a cost of 2000 yuan, leading to a significant gap in financial support [3] - The existing subsidies for lotus are only 32% of those for grain crops, highlighting a policy shortfall [3] - A proposed increase in subsidies to 70% of grain crop levels could enhance farmers' willingness to adopt ecological practices by 40% [3] Proposed Solutions - The research team suggests a collaborative optimization approach addressing labor, land, and policy issues, including promoting a "land trust + professional lotus farmer" model [4] - A "lotus-rice-purple clover" crop rotation system is proposed, with a subsidy of 300 yuan per acre to improve soil organic matter by 0.5 percentage points annually [4] - Establishing a "land quality value assessment system" to include lotus cultivation areas in provincial land protection compensation schemes is recommended [4]

Core Insights - The Jiangxi Agricultural University "Three Rural Issues" youth practice team conducted field research in Yaoxi Village, focusing on agricultural challenges and opportunities for improvement [1][2][3] Group 1: Field Research Findings - The team observed soil acidification and compaction in rice fields, suggesting crop rotation with green manure to improve organic matter content [1] - Farmers expressed concerns over fluctuating prices of lotus products and rising costs of pesticides and fertilizers, impacting their income [1] - The majority of farmers were over 50 years old and had low educational levels, making it difficult for them to understand policy documents [1][2] Group 2: Survey Insights - A survey revealed that most respondents were aware of land rights policies but found them complex, and they requested more agricultural skills training [1][2] - Issues such as wild boar damage to crops were highlighted, with farmers seeking government support [1] - Younger farmers (under 45) showed reluctance to return to farming due to concerns over unstable income and inadequate educational facilities for their children [1][2] Group 3: Youth Perspective and Commitment - The practice team recognized the urgency of rural development and the need for more agricultural technology support and infrastructure investment [2] - The team leader emphasized that agricultural modernization is a systemic issue, requiring practical solutions to ensure policies reach the grassroots level [2] - The team plans to compile their findings into a detailed report to assist in formulating more effective rural development policies [2][3]

首次授予相关事项 之 上海妙道企业管理咨询有限公司 关于 福建万辰生物科技集团股份有限公司 独立财务顾问报告 独立财务顾问： 二〇二五年七月 上海妙道企业管理咨询有限公 问报告 司 独立财务顾 目 录 二、本次实施的股权激励计划与股东会审议通过的股权激励计划差异情况 . 11 上海妙道企业管理咨询有限公司 独立财务顾问报告 第一章 声 明 上海妙道企业管理咨询有限公司接受委托，担任福建万辰生物科技集团股份 有限公司（以下简称"万辰集团""上市公司"或"公司"）2025 年限制性股 票激励计划（以下简称"本激励计划"）的独立财务顾问（以下简称"本独立财 务顾问"），并制作本独立财务顾问报告。本独立财务顾问报告根据《中华人民 共和国公司法》《中华人民共和国证券法》《上市公司股权激励管理办法》《深圳 证券交易所创业板股票上市规则》《深圳证券交易所创业板上市公司自律监管指 南第 1 号——业务办理》等法律、法规和规范性文件的有关规定，在万辰集团提 供有关资料的基础上，发表独立财务顾问意见，以供万辰集团全体股东及有关各 方参考。 一、本独立财务顾问报告所依据的文件、材料由万辰集团提供，万辰集团已 向本独立财务顾问承诺： ...